Applying the Formula for Luck

Thomas Jefferson believes in luck and Oprah Winfrey does not. Yet both believe that luck has the same formula. How lucky are you? #exitplanning #hardwork #lucky #changetheoutcome #epi

You only exit once…unless you PE Recap! Check out new article from Divestopedia and join an upcoming webinar with KLH Capital.

Its all about Recaps this week. Check out thought leadership from Divestopedia and KLH Capital.

What impact does culture actually have on business value?

What impact does culture actually have on business value? Well, studies show that 70-80% of all integrations fail, often due to cultural mismatch.

Emotional Considerations for Transitions

Business is personal. As will be an owner’s exit. 5 things to consider when looking ahead to transition. Great article by leader Ed Mysogland #exitplanning

Increasing Exit Planning Awareness: CEPA in the News

For those of you who work heavily in the exit planning community, you are familiar with one common challenge in the business owner community: lack of awareness.  Owners don’t necessarily understand what exit planning really is, what you do as an exit planner to help them, or what the immediate benefits or impacts are to their business.  Moreover, transaction advisors (whether brokers, investment bankers, PE firms, etc.) often don’t spend much time considering how to better bridge the distance between themselves and pre-transaction advisors, specifically exit planners, who frankly could make their… Read More

Exit Planning Timeline: Why You Should Start Early

Exit planning in advance can assist with making overall quality business decisions. When keeping your exit in mind, you are taking charge and managing the business that you will eventually sell.